Doubleline Long Duration Fund Manager Performance Evaluation
| DLLDX Fund | USD 6.42 0.06 0.93% |
The fund shows a Beta (market volatility) of -0.0805, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Doubleline Long are expected to decrease at a much lower rate. During the bear market, Doubleline Long is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Doubleline Long Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.7500 |
Doubleline |
Doubleline Long Relative Risk vs. Return Landscape
If you would invest 702.00 in Doubleline Long Duration on September 14, 2024 and sell it today you would lose (60.00) from holding Doubleline Long Duration or give up 8.55% of portfolio value over 90 days. Doubleline Long Duration is currently producing negative expected returns and takes up 0.7159% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Doubleline, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Doubleline Long Current Valuation
Overvalued
Today
Please note that Doubleline Long's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Doubleline Long Duration shows a prevailing Real Value of $6.05 per share. The current price of the fund is $6.42. We determine the value of Doubleline Long Duration from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Doubleline Long is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Long's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.42 | Real 6.05 | Hype 6.42 |
The intrinsic value of Doubleline Long's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Doubleline Long's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Doubleline Long Duration helps investors to forecast how Doubleline mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Doubleline Long more accurately as focusing exclusively on Doubleline Long's fundamentals will not take into account other important factors: Doubleline Long Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Long's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Long Duration, and traders can use it to determine the average amount a Doubleline Long's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1944
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DLLDX |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Doubleline Long is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Doubleline Long by adding Doubleline Long to a well-diversified portfolio.
Doubleline Long Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Long, and Doubleline Long fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Doubleline Mutual Fund performance.
| Total Asset | 1.59 M | ||||
About Doubleline Long Performance
Evaluating Doubleline Long's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Long has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Doubleline Long has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks long-term total return comprised of capital growth and current income by investing principally in debt securities of any kind. The adviser expects to construct an investment portfolio for the fund with a dollar-weighted average effective duration of at least ten years. The advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the adviser to be of comparable credit quality. It may invest up to 25 percent of its total assets in obligations of governmental or private obligors in emerging market countries.Things to note about Doubleline Long Duration performance evaluation
Checking the ongoing alerts about Doubleline Long for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Long Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Doubleline Long generated a negative expected return over the last 90 days | |
| Doubleline Long Duration generated five year return of -5.0% | |
| This fund retains about 27.2% of its assets under management (AUM) in cash |
- Analyzing Doubleline Long's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Doubleline Long's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Long's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Doubleline Long's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Long's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Long's mutual fund. These opinions can provide insight into Doubleline Long's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Long financial ratios help investors to determine whether Doubleline Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Doubleline with respect to the benefits of owning Doubleline Long security.
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